+514.0%
NOW vs URI
+1,173.3%
-659.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +2.0% |
| 7D | +0.3% | +6.7% | -6.4% | -1.7% |
| 30D | -27.0% | +8.9% | -35.8% | -29.0% |
| 3M | -19.6% | +0.5% | -20.2% | -20.3% |
| 6M | +17.5% | +20.7% | -3.2% | +8.7% |
| YTD | -33.3% | +40.0% | -73.3% | -43.4% |
| 1Y | -39.8% | +34.4% | -74.2% | -48.2% |
| 3Y | -19.9% | +149.5% | -169.4% | -46.3% |
| 5Y | -26.1% | +205.6% | -231.6% | -55.0% |
| All | +514.0% | +1,173.3% | -659.4% | +133.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded URI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling